EASTSOUND CAPITAL ADVISORS, LLC

Adviser information for EASTSOUND CAPITAL ADVISORS, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	3

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	401	$152.2M
Non-Discretionary	0	$0
Total	401	$152.2M

Clients

Type	Number	RAUM
Individuals	43	$30.9M
HNW Individuals	55	$109.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$1.8M
Charitable organizations	<5	$824,000
State or municipal gov entities	0	$0
Other investment advisers	9	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$8.9M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	10
No. of Non-U.S. Clients	25
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation	% of AUMHourly chargesSubscription feesFixed fees
Other Business Activities	INSTITUTIONAL PORTFOLIO RESEARCH & CONSULTING

Identifiers

SEC RIA File Number	801-129635
SEC ERA File Number	801-129635
SEC CIK Numbers	None
SEC CRD Numbers	160180
Legal Entity Identifier	549300C8ZJEOEFJT8F44

Principal Office

329 DOLPHIN BAY ROAD
EASTSOUND
WA
United States

BY APPOINTMENT ONLY, BY APPOINTMENT ONLY

Tel: 360-317-4688, Fax: None

Websites

www.linkedin.com/in/jpietsch/ www.linkedin.com/in/davidmoenning/ www.linkedin.com/in/marktaylan/ www.linkedin.com/in/rob-hanna-b1712b1/ www.eastsoundcapitaladvisors.com www.privateclient360.com www.capitaladvisors360.com www.linkedin.com/in/greg-syler-226998/ www.twitter.com/capadvisors360 www.linkedin.com/company/capital-advisor-360/ www.facebook.com/capitaladvisors360 www.westernfinancialco.com www.linkedin.com/in/willoughbyhume/

Chief Compliance Officer

JEFFREY GARETT PIETSCH

MANAGING MEMBER

329 DOLPHIN BAY ROAD

EASTSOUND

United States

Tel: 360-317-4688

J*******@***************************M

(Full email address available in API data)

Regulatory Contact

GREG SYLER

CONSULTANT

2054 43RD AVE

SAN FRANCISCO

United States

Tel: 4158060136

G***@***********************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners